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新加坡华侨银行:全球风险资产波动性加大但机遇犹存

Core Viewpoint - Singapore's Oversea-Chinese Banking Corporation (OCBC) indicates that while global risk assets may continue to experience volatility in the short term, opportunities still exist [1] Group 1: Market Conditions - Concerns regarding growth and inflation, along with the unpredictability of Trump's policies, may create market tension [1] - The investment strategy emphasizes an increased allocation to equities, with China identified as a preferred market [1] Group 2: Investment Opportunities - Selective opportunities are present in the U.S. stock market and other Asian markets [1] - Singapore is highlighted as an attractive investment destination due to its low valuations and appealing dividend yields [1]